Date: 6th November 2024 19h30-20h45
Participants:Marjorie, Kate, Ian, Clare, Margherita, Alison, Greg, Kathleen.
General Discussion
– The meeting began with casual greetings and comments about the autumn season and technology challenges.
– Kate discussed her work situation, mentioning a shift from CPF (Compte Personnel de Formation) to company-based work, primarily conducted online with clients in Paris.
– Clare joined the meeting, and there was a light-hearted conversation about her appearance and recent birthday.
Qualiopi Audits
– Upcoming Audits: Alison, Margherita, and Greg have upcoming audits. Alison’s is scheduled for next Tuesday, Greg’s on the 26th of November, and Margherita’s on the 27th of November.
– Preparation and Concerns:
– Alison expressed concerns about the number of files to prepare and the selection process for audit files.
– Participants shared experiences of auditors choosing files and the importance of being prepared for different approaches.
– There was a discussion on the necessity of conventions for CPF clients and the importance of having a contract or agreement to protect oneself legally.
– The group discussed the importance of having a process for collecting signatures and maintaining records, especially for CPF and Plan de Formation clients.
Technical and Logistical Considerations
– Audit Setup:
– Greg expressed concerns about the physical setup for audits, preferring to have a separate screen to control what is shown to the auditor.
– Kathleen and Clare shared their experiences of having auditors in their homes and managing the space to maintain control over the audit process.
– Documentation and Proofs:
– Kathleen shared her method of keeping a file of emails and documents as proof of processes and interactions.
– The importance of having a system for tracking and documenting training processes was emphasized.
CPF Specifics
– Contracts and Conventions:
– There was a discussion on whether a separate convention is needed for CPF clients, with varying practices among participants.
– Ian shared an example of a CPF contract he signed as a student, highlighting that some training organizations issue additional contracts.
– Retirement and CPF Eligibility:
– Concerns were raised about clients who are retired or nearing retirement and their eligibility for CPF-funded training.
Greg appropriately commented that this is something of a “grey area”!
Subcontracting and Compliance
– Margherita shared insights from a friend who was audited, emphasizing the need for subcontractors to ensure their processes are followed by those subcontracting them.
Future Meetings and Social Events
– The next meeting is scheduled for Wednesday, December 4th, from 6:30 to 7:30 PM, to accommodate Marie’s schedule.
– Greg mentioned the upcoming get-together in honour of Claire, in Paris, on Friday 15th November, which Marjorie plans to attend, travelling up from the Cotes d’Armor!
Closing Remarks
– Participants were encouraged to remain confident in their processes and to be prepared for their audits.
– The meeting concluded with well-wishes and a reminder of the upcoming social gathering in Paris.
Thanks for all your work in bringing the discussion together, Ian, and doing minutes on it. Excellent meeting and chairing!! I learned a lot as I always do.